Our monthly newsletter for all things markets, the economy, and financial news out of Australia with a focus on the unique financial planning needs of Australian Expats.
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Our monthly newsletter, The Runway Report can now be accessed via our YouTube and Podcast Channels.
The Runway Report is our monthly market and economic update prepared specifically for Australian Expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends, and policy changes that may impact Australians living and investing while abroad.
Whether you prefer to read or listen to our newsletter, you can now access updates from us in the way that suits you best.
The Runway Report Newsletter – August 2026 Edition
Here’s a summary of the topics featured in this month’s edition: Note from the Director: Not all tax changes affect everyone equally. The Government’s recent CGT and negative gearing reforms are a good example. Expat Insight: Making the most of Employer Share Plans and Equity Compensation while living overseas. Market Movements: Markets delivered a mixed performance in July, with Australian and UK shares posting solid gains, rising 2.30% and 3.53% respectively, while several Asian markets and US technology shares fell. Economic Update: Economic data in July provided some encouraging signs, although inflation remains above central bank targets both in Australia and overseas.
The Runway Report Newsletter – July 2026 Edition
Here’s a summary of the topics featured in this month’s edition: Note from the Director: In June, our Director was honoured to be named a finalist in the 2026 Australian Wealth Management Awards in the Adviser of the Year – High Net Worth category. Expat Insight: Capital Gains Tax Changes from 1 July 2027 and the implications for Australian Expats. Market Movements: June saw a more mixed month across global financial markets, with the Australian S&P/ASX 200 rising 0.50%, while the US S&P 500 was down 1.06% and NASDAQ 2.81% lower. Economic Update: The Reserve Bank of Australia (RBA) left the cash rate unchanged at 4.35% in June, as widely expected. The decision marked the first pause in the tightening cycle that began in February 2026.
The Runway Report Newsletter – June 2026 Edition
Here’s a summary of the topics featured in this month’s edition: Note from the Director - Understanding the impact of currency movements on global investments. Expat Insight - Returning to Australia with a Foreign Pension Account: Why planning ahead is crucial. Market Movements - Global share markets continued their strong run in May, with the S&P 500 rising for nine consecutive weeks. Economic Update - Australia's economy expanded by 0.3% in the March quarter and 2.5% over the year to March 2026.
The Runway Report Newsletter – May 2026 Edition
Here’s a summary of the topics featured in this month’s edition: Note from the Director - New Podcast Episode - Keeping your Super working while living abroad. Expat Insight - As the Australian financial year draws to a close on 30 June, now is an ideal time for Australians living overseas to review their Super contribution planning. Market Movements - Australian shares recovered in April following a difficult March, with the S&P/ASX 200 delivering a positive return of 2.2%. Economic Update - Global share markets rebounded strongly in April, supported by improving investor sentiment and stronger-than-expected corporate earnings.
The Runway Report Newsletter – April 2026 Edition
Here’s a summary of the topics featured in this month’s edition: Note from the Director - Investing for the Next Generation. How to start investing for your children or grandchildren. Expat Insight - How returning Expats can boost retirement with the Downsizer Contribution. Market Movements - Australian shares fell sharply in March, driven predominantly by the ongoing conflict in the Middle East. Economic Update - Persistent inflation is putting pressure on the Reserve Bank of Australia to consider further interest rate increases at its 4–5 May meeting.
The Runway Report Newsletter – March 2026 Edition
Here’s a summary of the topics featured in this month’s edition: Note from the Director - How much do you need to retire comfortably in Australia? Expat Insight - Higher Superannuation Caps from 1 July 2026 Market Movements - Australian shares rose strongly in February, with the ASX 200 gaining 3.7%, driven mainly by the Materials and Financials sectors. Economic Update - The Middle East saw a sharp escalation in tensions over the weekend of 28 February, following joint US–Israel air and missile strikes on Iran.
The Runway Report Newsletter – February 2026 Edition
We are pleased to bring you the latest edition of The Runway Report for February. Here’s a summary of the topics featured in this month’s edition: A Note from the Director - The Power of a Coordinated Approach. Expat Insight - Potential Changes to the CGT Discount on Property. Market Movements - Market Spotlight - AI continues to reshape the investment landscape. Economic Update - The Reserve Bank of Australia lifted the cash rate by 25 basis points in February, bringing it to 3.85%.
The Runway Report Newsletter – January 2026 Edition
Welcome to the January edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Here’s a summary of the topics featured in this month’s edition: A note from the Director - Setting meaningful goals for 2026. Expat Insight - Financial Opportunities for Australian Expats in 2026. Market Movements - After declining 3% in November, Australian shares staged a recovery in December, rising 1.2%. Economic Update - The Reserve Bank of Australia (RBA) left interest rates unchanged at 3.6% at its December meeting, in line with expectations.
The Runway Report Newsletter – December 2025 Edition
Welcome to the December edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. In this month’s edition, we discuss: A Note from the Director – The latest episode of Behind the Advice is now live, where we recap the major market events of 2025 and discuss what investors may expect as we head into 2026. Expat Insight – Australia’s Banking regulator, APRA, introduces new lending rules starting 1 February 2026. We explain how this may affect Australian Expats. Market Movements – It has been an exceptionally strong year for share markets through calendar year 2025 to date. We take a look at the leaders. Economic Update – In November, the US government shutdown finally came to an end after lawmakers in Washington reached a deal to reopen federal operations.
The Runway Report Newsletter – November 2025 Edition
In this month’s edition, we discuss: A Note from the Director – Maintaining a steady, disciplined approach through evolving market conditions remains the most effective strategy for achieving long-term financial objectives. Expat Insight – The Australian Government has announced proposed changes to the taxation of superannuation balances exceeding certain thresholds. We outline the implications of these adjustments for Australian expats and high-net-worth investors. Market Movements – Australian equities reached record highs in October before closing the month with a modest 0.4% gain in the S&P/ASX 200. In contrast, Japan’s Nikkei 225 delivered a strong performance, rising 16.6% over the same period. Economic Update – Stronger-than-expected inflation data prompted the Reserve Bank of Australia to maintain the cash rate at 3.6% in November, reducing the likelihood of a rate cut in December.
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